Wealth With No Regrets® is an independent registered investment advisory (RIA) firm headquartered in Alpharetta, GA, managing over $400 million in assets for high-net-worth individuals, couples, and families. We help financially successful clients Make the Right Decisions for the Right Reasons so they can enjoy a more rewarding retirement and future.
We provide financial and retirement planning services that include wealth management, tax strategies, income solutions, protection and legacy planning, and fiduciary services to high-net-worth business owners, executives, professionals, and independent women who have accumulated $1 million or more in savings.
The Wealth With No Regrets workplace is one where everyone’s work matters, each team member’s contributions are valued and appreciated, and together we make a difference for our clients
Qualifications
- Bachelors degree in Marketing, Communications, Business, or related
- Experience marketing in the Financial or Wealth Management Industry
- 4-7+ years of experience in Marketing/Event marketing, executive campaigns, and owning client facing events end to end
- Proficiency with marketing automation and CRM platform, analytics tools, and Microsoft Office
- Strong copywriting and editing skills with the ability to adapt tone/voice to different audiences
- SEO & paid social and digital advertising fundamentals
- Strong communication with written/verbal communication to collaborate with leadership, advisors, vendors, and clients
- Client facing ability, with high character, integrity, and trustworthiness
Nice to Have
- Experience with Canva/Adobe Creative
Day to Day - Marketing
- Plan, execute, and measure multi-channel marketing campaigns that drive brand awareness, lead generation, and client engagement
- Develop content strategies across digital platforms, including email marketing, social media, website, and blog
- Manage the marketing calendar and ensure timely execution of campaigns aligned with business objectives
- Track, analyze, and report on campaign performance using marketing analytics tools; use insights to optimize future initiatives
- Collaborate with firm leadership and advisors to shape messaging, positioning, and brand voice across all touchpoints
- Write, edit, and proofread marketing copy for emails, landing pages, social posts, newsletters, and client communications
- Manage the CRM and marketing automation platform, including list segmentation, workflows, and nurture campaigns for prospects and clients
- Coordinate with external vendors, designers, and agencies to produce creative assets and campaign materials
- Monitor social media channels, engage with the audience, and grow the firm’s digital presence
- Support SEO and paid advertising efforts, including keyword research, ad copy, and performance tracking
- Maintain brand consistency across all marketing materials and client-facing communications
- Ensure all marketing activities adhere to industry compliance and regulatory guidelines
Day to Day: Events
- Own the strategy and execution of a full calendar of client appreciation events, prospect events, educational seminars, and community engagements
- Lead the end-to-end event experience, including concept development, venue selection, invitations, promotion, logistics, on-site management, and post-event follow-up
- Manage event budgets, vendor relationships, and timelines to consistently deliver high-quality experiences
- Partner with advisors to identify event opportunities that deepen client relationships and attract qualified prospects
- Track event ROI, attendance, and engagement metrics to continually refine the event strategy
- Provide a warm, professional, and welcoming experience for clients and prospects at every event and touchpoint
- Build and maintain relationships with venues, caterers, and event vendors throughout Metro Atlanta
Pay: $70,000.00 - $95,000.00 per year
Application Question(s):
- When have you worked in a Marketing capacity within the Wealth Management or Finance industry?
Education:
Experience:
- Event marketing: 4 years (Required)
Ability to Commute:
- Alpharetta, GA 30004 (Required)
Work Location: In person
